DHJJ Financial Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - September DDFS Stock Holding History

DHJJ Financial Advisors’s Portfolio DDFS Stock Details DDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Buy	5,048 +478	+10%	+$10.2K	0.04%	280
2025 Q4	$96.8K	Hold	4,570	–	–	0.03%	282
2025 Q3	$95.5K	Buy	+4,570	New	+$94.8K	0.03%	268

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

DHJJ Financial Advisors's DDFS Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 10% in Q1 2026, buying an estimated $10.2K and bringing the position to 5,048 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #280.

DHJJ Financial Advisors first reported a position in DDFS in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold DDFS as of Q1 2026.

DHJJ Financial Advisors held 5,048 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $107K as of Q1 2026.
DHJJ Financial Advisors bought 478 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q1 2026, an estimated $10.2K.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #280 holding.
DHJJ Financial Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
45 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.